iShares MSCI USA Momentum Factor ETF
MTUMFinancial·Exchange Traded Fund·USA·CBOE·Nov 11 • 3:59 PM ET
69.26+2.53 (3.79%)
2026-11-12 04:09 CET
Market cap
- USD m
Revenue, TTM
- USD m
Net income, TTM
- USD m
Free cash flow, TTM
- USD m
EPS diluted, TTM
-
P/E
-
Price
MTUM against its 20, 50 and 200-day averages2050200
19.8% under the 52-week high of 86.40 on 22 Jun 2026. 52-week low 57.36 on 30 Mar 2026. Last 15 sessions, 21.8% high to low
the line is the 50-bar volume average
Profile
MTUMiShares MSCI USA Momentum Factor ETF seeks to track the investment results of the MSCI USA Momentum SR Variant Index. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index.
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| QAI | NYLIM Hedge Multi-Strategy Tracker ETF | AUM: 993.11M |
| XCOR | FundX ETF | AUM: 173.67M |
| LEXI | Alexis Practical Tactical ETF | AUM: 200.04M |
| AGOX | Adaptive Alpha Opportunities ETF | AUM: 377.66M |
| OCIO | ClearShares OCIO ETF | AUM: 165.67M |
| XRLX | FundX Conservative ETF | AUM: 44.64M |
| XNAV | FundX Aggressive ETF | AUM: 28.14M |
| RADD | AB US Research Advanced ETF | AUM: 1.12B |
| USEW | Cambria US EW ETF | AUM: 188.67M |
| FARX | Frontier Asset Absolute Return ETF | AUM: 14.89M |
News
latest 14 of 200- Stocks are stumbling after Labor Day. Why the easy gains of 2026 may be over. (MarketWatch)
- Magnificent Seven Flash Strong Signal Never Seen Before (GuruFocus.com)
- GH- Amid Growth Stock Struggles, Stick with this Health Care Play (MoneyShow)
- Small-Cap Stocks Look Cheap. 3 Momentum ETFs to Buy. (Barrons.com) +5.53%
- Momentum Stocks Look Cheap. Buy These 3 ETFs. (Barrons.com)
- This could be the right time to buy a momentum fund (MarketWatch)
- Time to buy the dip in momentum stocks after a punishing July drawdown? Here's what history tells us. (MarketWatch)
- The Sell-Off in Trendy Stocks Looks BadBut Could It Help Push the S&P 500 to New Highs? (Investopedia)
- Which Hot Funds Have Staying Power? (Trefis)
- NVDA, AVGO, MU, INTC Stocks Gain: Top Wall Street Traders See No Signs Of Panic In Chips Or AI Even As Correction Territory Looms (Stocktwits)
- What Is Really Driving MTUM ETF? (Trefis)
- How to play the ETF market without touching tech: Chart of the Day (Yahoo Finance Video)
- Intel, AMD, and Other Momentum Stocks Look Unstoppable. Look Again. (Barrons.com)
- Pepsi, Apple, and 9 More AI Momentum Trade Winners. Plus 4 Losers to Dump. (Barrons.com)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| No quarterly earnings. | |||||||
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| No annual earnings. | |||||
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| No estimate revisions. | ||||||||
Estimate history
| No estimate history. |
Income statement, annual
No statement data.
Income statement, quarterly
No statement data.
Balance sheet, annual
No statement data.
Cash flow, annual
No statement data.
Balance sheet, quarterly
No statement data.
Cash flow, quarterly
No statement data.
Revenue breakdown
| Revenue split | - |
|---|
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | - | 5.6M | - | 5.05M |
| 2026-10-15 | - | 6.7M | - | 5.85M |
| 2026-09-30 | - | 5.0M | - | 6.50M |
| 2026-09-15 | - | 5.3M | - | 6.07M |
| 2026-08-31 | - | 5.4M | - | 6.51M |
| 2026-08-14 | - | 5.1M | - | 7.10M |
| 2026-07-31 | - | 3.7M | - | 6.81M |
| 2026-07-15 | - | 8.9M | - | 5.77M |
| 2026-06-30 | - | 7.8M | - | 5.05M |
| 2026-06-15 | - | 7.8M | - | 4.51M |
| 2026-05-29 | - | 7.2M | - | 4.13M |
| 2026-05-15 | - | 6.8M | - | 3.36M |
| 2026-04-30 | - | 4.8M | - | 3.37M |
| 2026-04-15 | - | 4.2M | - | 3.39M |
| 2026-03-31 | - | 5.7M | - | 3.39M |
| 2026-03-13 | - | 4.5M | - | 3.14M |
| 2026-02-27 | - | 5.1M | - | 2.85M |
| 2026-02-13 | - | 4.9M | - | 3.48M |
| 2026-01-30 | - | 6.4M | - | 3.31M |
| 2026-01-15 | - | 5.2M | - | 3.29M |
Option chain
expiry 2026-11-13| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 55.00 | 12.80 | 15.40 | 0.00 | 3.190 | 0.00 | 0.00 | 0.954 | -0.267 | 0.005 |
| call | 56.25 | 11.60 | 14.10 | 0.00 | 2.923 | 0.00 | 0.00 | 0.950 | -0.261 | 0.005 |
| call | 57.50 | 10.30 | 12.80 | 9.08 | 2.662 | 1.00 | 0.00 | 0.946 | -0.255 | 0.005 |
| call | 58.00 | 10.00 | 12.30 | 8.65 | 2.577 | 1.00 | 0.00 | 0.944 | -0.252 | 0.006 |
| call | 58.75 | 9.10 | 11.80 | 0.00 | 2.660 | 0.00 | 0.00 | 0.941 | -0.248 | 0.006 |
| call | 60.00 | 8.10 | 10.60 | 0.00 | 2.477 | 0.00 | 0.00 | 0.935 | -0.240 | 0.006 |
| call | 61.25 | 6.60 | 9.00 | 0.00 | 1.986 | 0.00 | 0.00 | 0.928 | -0.231 | 0.007 |
| call | 62.00 | 6.10 | 8.10 | 0.00 | 1.741 | 7.00 | 0.00 | 0.923 | -0.225 | 0.007 |
| call | 62.50 | 5.60 | 8.00 | 0.00 | 1.958 | 0.00 | 0.00 | 0.917 | -0.226 | 0.007 |
| call | 63.13 | 4.70 | 7.30 | 0.00 | 1.797 | 0.00 | 0.00 | 0.904 | -0.241 | 0.008 |
| call | 63.75 | 4.60 | 6.80 | 0.00 | 1.767 | 0.00 | 0.00 | 0.888 | -0.260 | 0.009 |
| call | 64.38 | 4.00 | 6.20 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 65.00 | 3.40 | 5.20 | 2.30 | 1.311 | 14.00 | 0.00 | 0.860 | -0.260 | 0.011 |
| call | 65.63 | 2.70 | 4.80 | 0.00 | 1.345 | 0.00 | 0.00 | 0.830 | -0.285 | 0.012 |
| call | 66.25 | 2.00 | 3.90 | 1.15 | 1.058 | 339 | 0.00 | 0.799 | -0.298 | 0.014 |
| call | 66.88 | 2.40 | 3.40 | 0.00 | 1.020 | 0.00 | 0.00 | 0.763 | -0.303 | 0.015 |
| call | 67.50 | 1.65 | 2.35 | 1.97 | 0.650 | 906 | 9.00 | 0.757 | -0.233 | 0.015 |
| call | 68.13 | 1.05 | 2.40 | 0.69 | 0.879 | 20.00 | 0.00 | 0.632 | -0.394 | 0.019 |
| call | 68.75 | 0.55 | 1.35 | 1.20 | 0.542 | 94.00 | 2.00 | 0.582 | -0.315 | 0.019 |
| call | 69.38 | 0.45 | 1.45 | 0.25 | 0.711 | 1.00 | 0.00 | 0.498 | -0.351 | 0.020 |
| call | 70.00 | 0.25 | 1.10 | 0.25 | 0.724 | 18.00 | 0.00 | 0.418 | -0.331 | 0.019 |
| call | 70.63 | 0.15 | 0.85 | 0.00 | 0.718 | 360 | 0.00 | 0.359 | -0.352 | 0.018 |
| call | 71.25 | 0.05 | 0.70 | 0.00 | 0.744 | 60.00 | 0.00 | 0.341 | -0.439 | 0.018 |
| call | 71.88 | 0.00 | 0.70 | 0.00 | 0.846 | 32.00 | 0.00 | 0.302 | -0.440 | 0.017 |
| call | 72.50 | 0.00 | 1.00 | 0.00 | 0.624 | 0.00 | 0.00 | 0.153 | -0.194 | 0.012 |
| call | 73.13 | 0.00 | 1.15 | 0.00 | 0.701 | 12.00 | 0.00 | 0.178 | -0.279 | 0.013 |
| call | 73.75 | 0.00 | 1.35 | 0.00 | 1.120 | 8.00 | 0.00 | 0.253 | -0.534 | 0.016 |
| call | 74.38 | 0.00 | 1.15 | 0.00 | 1.205 | 4.00 | 0.00 | 0.230 | -0.518 | 0.015 |
| call | 75.00 | 0.00 | 2.15 | 0.00 | 1.287 | 0.00 | 0.00 | 0.214 | -0.522 | 0.014 |
| call | 75.63 | 0.00 | 2.10 | 0.00 | 1.367 | 0.00 | 0.00 | 0.200 | -0.522 | 0.014 |
| call | 76.25 | 0.00 | 2.15 | 0.00 | 1.444 | 0.00 | 0.00 | 0.188 | -0.523 | 0.013 |
| call | 76.88 | 0.00 | 1.25 | 0.00 | 1.520 | 4.00 | 0.00 | 0.181 | -0.538 | 0.013 |
| call | 77.50 | 0.00 | 1.85 | 0.00 | 1.593 | 8.00 | 0.00 | 0.175 | -0.551 | 0.013 |
| call | 78.13 | 0.00 | 2.15 | 0.00 | 1.666 | 0.00 | 0.00 | 0.169 | -0.563 | 0.012 |
| call | 78.75 | 0.00 | 0.95 | 0.00 | 1.735 | 220 | 0.00 | 0.164 | -0.575 | 0.012 |
| call | 79.38 | 0.00 | 2.15 | 0.00 | 1.805 | 0.00 | 0.00 | 0.159 | -0.587 | 0.012 |
| call | 80.00 | 0.00 | 1.00 | 0.00 | 1.872 | 32.00 | 0.00 | 0.155 | -0.597 | 0.012 |
| call | 80.63 | 0.00 | 1.70 | 0.00 | 1.939 | 4.00 | 0.00 | 0.151 | -0.608 | 0.011 |
| call | 81.25 | 0.00 | 1.90 | 0.00 | 2.002 | 0.00 | 0.00 | 0.147 | -0.617 | 0.011 |
| call | 81.88 | 0.00 | 2.15 | 0.00 | 2.068 | 0.00 | 0.00 | 0.143 | -0.627 | 0.011 |
| call | 82.50 | 0.00 | 2.15 | 0.00 | 2.131 | 0.00 | 0.00 | 0.140 | -0.636 | 0.011 |
| call | 83.13 | 0.00 | 2.15 | 0.00 | 1.681 | 0.00 | 0.00 | 0.071 | -0.307 | 0.007 |
| call | 83.75 | 0.00 | 2.15 | 0.00 | 1.733 | 0.00 | 0.00 | 0.070 | -0.310 | 0.007 |
| call | 84.38 | 0.00 | 2.15 | 0.00 | 1.787 | 0.00 | 0.00 | 0.068 | -0.314 | 0.006 |
| call | 85.00 | 0.00 | 2.15 | 0.00 | 1.837 | 0.00 | 0.00 | 0.066 | -0.317 | 0.006 |
| call | 85.63 | 0.00 | 0.75 | 0.00 | 2.431 | 4.00 | 0.00 | 0.127 | -0.677 | 0.010 |
| call | 86.25 | 0.00 | 2.15 | 0.00 | 1.937 | 0.00 | 0.00 | 0.064 | -0.324 | 0.006 |
| call | 86.88 | 0.00 | 2.15 | 0.00 | 2.545 | 0.00 | 0.00 | 0.122 | -0.691 | 0.010 |
| call | 87.50 | 0.00 | 2.15 | 0.00 | 2.600 | 0.00 | 0.00 | 0.120 | -0.698 | 0.010 |
| call | 88.13 | 0.00 | 2.15 | 0.00 | 2.656 | 0.00 | 0.00 | 0.118 | -0.705 | 0.010 |
| call | 88.75 | 0.00 | 2.15 | 0.00 | 2.128 | 0.00 | 0.00 | 0.059 | -0.335 | 0.006 |
| call | 89.38 | 0.00 | 2.15 | 0.00 | 2.173 | 0.00 | 0.00 | 0.058 | -0.337 | 0.006 |
| call | 90.00 | 0.00 | 2.15 | 0.00 | 2.219 | 0.00 | 0.00 | 0.057 | -0.339 | 0.006 |
| call | 91.25 | 0.00 | 2.15 | 0.00 | 2.920 | 0.00 | 0.00 | 0.110 | -0.736 | 0.009 |
| call | 92.50 | 0.00 | 2.15 | 0.00 | 2.397 | 0.00 | 0.00 | 0.053 | -0.349 | 0.005 |
| call | 93.75 | 0.00 | 2.15 | 0.00 | 2.483 | 0.00 | 0.00 | 0.052 | -0.353 | 0.005 |
| call | 95.00 | 0.00 | 2.15 | 0.00 | 2.570 | 0.00 | 0.00 | 0.051 | -0.358 | 0.005 |
| call | 96.25 | 0.00 | 2.15 | 0.00 | 2.650 | 0.00 | 0.00 | 0.049 | -0.361 | 0.005 |
| call | 97.50 | 0.00 | 0.75 | 0.00 | 2.734 | 4.00 | 0.00 | 0.048 | -0.366 | 0.005 |
| call | 98.75 | 0.00 | 0.75 | 0.00 | 3.495 | 1,040 | 0.00 | 0.096 | -0.796 | 0.008 |
| call | 100 | 0.00 | 0.95 | 0.00 | 3.584 | 400 | 0.00 | 0.094 | -0.805 | 0.008 |
| call | 101.25 | 0.00 | 0.15 | 0.00 | 2.722 | 372 | 0.00 | 0.031 | -0.254 | 0.003 |
| call | 220 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 225 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 230 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 235 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 240 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 245 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 250 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 252.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 255 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 257.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 260 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 262.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 265 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 267.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 270 | 0.00 | 0.00 | 7.60 | - | 0.00 | 0.00 | - | - | - |
| call | 272.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 275 | 0.00 | 0.00 | 4.80 | - | 7.00 | 0.00 | - | - | - |
| call | 277.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 280 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 282.5 | 0.00 | 0.00 | 4.90 | - | 0.00 | 0.00 | - | - | - |
| call | 285 | 0.00 | 0.00 | 8.20 | - | 1.00 | 0.00 | - | - | - |
| call | 287.5 | 0.00 | 0.00 | 2.85 | - | 0.00 | 0.00 | - | - | - |
| call | 290 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 292.5 | 0.00 | 0.00 | 3.80 | - | 2.00 | 0.00 | - | - | - |
| call | 295 | 0.00 | 0.00 | 1.10 | - | 1.00 | 0.00 | - | - | - |
| call | 297.5 | 0.00 | 0.00 | 1.00 | - | 0.00 | 0.00 | - | - | - |
| call | 300 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 302.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 305 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 307.5 | 0.00 | 0.00 | 1.20 | - | 0.00 | 0.00 | - | - | - |
| call | 310 | 0.00 | 0.00 | 4.46 | - | 2.00 | 0.00 | - | - | - |
| call | 312.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 315 | 0.00 | 0.00 | 0.56 | - | 57.00 | 0.00 | - | - | - |
| call | 317.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 320 | 0.00 | 0.00 | 1.90 | - | 11.00 | 0.00 | - | - | - |
| call | 322.5 | 0.00 | 0.00 | 1.10 | - | 0.00 | 0.00 | - | - | - |
| call | 325 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 327.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 330 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 332.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 335 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 337.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 340 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 342.5 | 0.00 | 0.00 | 3.20 | - | 0.00 | 0.00 | - | - | - |
| call | 345 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 347.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 350 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 352.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 355 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 357.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 360 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 365 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 370 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 375 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 380 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 385 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| call | 390 | 0.00 | 0.00 | 0.35 | - | 0.00 | 0.00 | - | - | - |
| call | 395 | 0.00 | 0.00 | 2.85 | - | 260 | 0.00 | - | - | - |
| call | 400 | 0.00 | 0.00 | 0.41 | - | 0.00 | 0.00 | - | - | - |
| call | 405 | 0.00 | 0.00 | 0.10 | - | 0.00 | 0.00 | - | - | - |
| put | 55.00 | 0.00 | 1.20 | 0.15 | 2.023 | 20.00 | 0.00 | -0.046 | -0.262 | 0.005 |
| put | 56.25 | 0.00 | 2.15 | 0.00 | 1.860 | 0.00 | 0.00 | -0.050 | -0.256 | 0.005 |
| put | 57.50 | 0.00 | 2.15 | 0.00 | 1.700 | 0.00 | 0.00 | -0.054 | -0.249 | 0.005 |
| put | 58.00 | 0.00 | 2.15 | 0.00 | 1.637 | 0.00 | 0.00 | -0.056 | -0.246 | 0.006 |
| put | 58.75 | 0.00 | 0.95 | 0.50 | 1.542 | 1.00 | 0.00 | -0.059 | -0.242 | 0.006 |
| put | 60.00 | 0.00 | 2.15 | 0.00 | 1.385 | 0.00 | 0.00 | -0.065 | -0.234 | 0.006 |
| put | 61.25 | 0.00 | 1.00 | 0.15 | 1.227 | 2.00 | 0.00 | -0.072 | -0.225 | 0.007 |
| put | 62.00 | 0.00 | 0.95 | 0.05 | 1.133 | 19.00 | 0.00 | -0.077 | -0.219 | 0.007 |
| put | 62.50 | 0.00 | 2.20 | 0.73 | 1.071 | 609 | 0.00 | -0.083 | -0.220 | 0.007 |
| put | 63.13 | 0.00 | 2.20 | 0.00 | 0.991 | 0.00 | 0.00 | -0.096 | -0.235 | 0.008 |
| put | 63.75 | 0.00 | 1.45 | 0.00 | 0.912 | 0.00 | 0.00 | -0.112 | -0.254 | 0.009 |
| put | 64.38 | 0.00 | 0.85 | 1.10 | - | 9.00 | 0.00 | - | - | - |
| put | 65.00 | 0.00 | 1.25 | 0.56 | 0.751 | 30.00 | 0.00 | -0.140 | -0.254 | 0.011 |
| put | 65.63 | 0.05 | 0.20 | 0.61 | 0.668 | 12.00 | 1.00 | -0.170 | -0.279 | 0.012 |
| put | 66.25 | 0.05 | 0.80 | 0.95 | 0.672 | 16.00 | 0.00 | -0.201 | -0.292 | 0.014 |
| put | 66.88 | 0.10 | 0.70 | 0.15 | 0.579 | 28.00 | 1.00 | -0.237 | -0.297 | 0.015 |
| put | 67.50 | 0.05 | 0.30 | 0.46 | 0.484 | 753 | 1.00 | -0.243 | -0.227 | 0.015 |
| put | 68.13 | 0.05 | 0.85 | 0.65 | 0.696 | 0.00 | 1.00 | -0.368 | -0.387 | 0.019 |
| put | 68.75 | 0.35 | 1.00 | 3.00 | 0.642 | 664 | 0.00 | -0.418 | -0.309 | 0.019 |
| put | 69.38 | 0.60 | 1.20 | 0.00 | 0.589 | 0.00 | 0.00 | -0.502 | -0.344 | 0.020 |
| put | 70.00 | 0.75 | 1.40 | 1.16 | 0.511 | 505 | 40.00 | -0.582 | -0.325 | 0.019 |
| put | 70.63 | 1.10 | 2.10 | 0.00 | 0.670 | 8.00 | 0.00 | -0.641 | -0.345 | 0.018 |
| put | 71.25 | 1.50 | 3.40 | 0.00 | 1.152 | 304 | 0.00 | -0.659 | -0.433 | 0.018 |
| put | 71.88 | 1.95 | 3.80 | 5.00 | 1.141 | 57.00 | 0.00 | -0.698 | -0.433 | 0.017 |
| put | 72.50 | 2.55 | 5.00 | 3.30 | 1.567 | 664 | 4.00 | -0.704 | -0.508 | 0.017 |
| put | 73.13 | 3.10 | 5.10 | 6.60 | 1.376 | 1.00 | 0.00 | -0.741 | -0.476 | 0.016 |
| put | 73.75 | 3.50 | 6.30 | 0.00 | 1.805 | 444 | 0.00 | -0.747 | -0.527 | 0.016 |
| put | 74.38 | 4.20 | 6.60 | 0.00 | 1.716 | 0.00 | 0.00 | -0.770 | -0.512 | 0.015 |
| put | 75.00 | 4.80 | 7.20 | 0.00 | 1.797 | 0.00 | 0.00 | -0.786 | -0.515 | 0.014 |
| put | 75.63 | 5.30 | 7.80 | 0.00 | 1.870 | 0.00 | 0.00 | -0.800 | -0.515 | 0.014 |
| put | 76.25 | 5.10 | 8.50 | 12.40 | 2.006 | 4.00 | 0.00 | -0.812 | -0.516 | 0.013 |
| put | 76.88 | 5.70 | 9.10 | 0.00 | 2.075 | 0.00 | 0.00 | -0.819 | -0.530 | 0.013 |
| put | 77.50 | 6.50 | 9.40 | 0.00 | 1.949 | 0.00 | 0.00 | -0.825 | -0.543 | 0.013 |
| put | 78.13 | 7.40 | 10.20 | 0.00 | 2.143 | 0.00 | 0.00 | -0.831 | -0.556 | 0.012 |
| put | 78.75 | 7.60 | 11.00 | 0.00 | 2.339 | 4.00 | 0.00 | -0.836 | -0.568 | 0.012 |
| put | 79.38 | 8.40 | 11.50 | 0.00 | 2.332 | 0.00 | 0.00 | -0.841 | -0.579 | 0.012 |
| put | 80.00 | 9.60 | 12.20 | 0.00 | 2.462 | 0.00 | 0.00 | -0.845 | -0.590 | 0.012 |
| put | 80.63 | 10.10 | 12.80 | 0.00 | 2.517 | 0.00 | 0.00 | -0.849 | -0.600 | 0.011 |
| put | 81.25 | 10.90 | 13.50 | 0.00 | 2.645 | 0.00 | 0.00 | -0.853 | -0.610 | 0.011 |
| put | 81.88 | 10.90 | 14.10 | 0.00 | 2.697 | 0.00 | 0.00 | -0.857 | -0.619 | 0.011 |
| put | 82.50 | 11.30 | 14.70 | 0.00 | 2.754 | 0.00 | 0.00 | -0.860 | -0.628 | 0.011 |
| put | 83.13 | 11.90 | 15.30 | 0.00 | 2.803 | 0.00 | 0.00 | -0.863 | -0.637 | 0.011 |
| put | 83.75 | 12.60 | 16.00 | 0.00 | 2.928 | 0.00 | 0.00 | -0.866 | -0.645 | 0.011 |
| put | 84.38 | 13.20 | 16.60 | 0.00 | 2.975 | 0.00 | 0.00 | -0.868 | -0.653 | 0.010 |
| put | 85.00 | 13.80 | 17.20 | 0.00 | 3.027 | 0.00 | 0.00 | -0.871 | -0.661 | 0.010 |
| put | 85.63 | 15.00 | 17.80 | 0.00 | 3.071 | 0.00 | 0.00 | -0.873 | -0.669 | 0.010 |
| put | 86.25 | 15.10 | 18.50 | 0.00 | 3.194 | 0.00 | 0.00 | -0.876 | -0.676 | 0.010 |
| put | 86.88 | 15.60 | 19.10 | 0.00 | 3.236 | 0.00 | 0.00 | -0.878 | -0.683 | 0.010 |
| put | 87.50 | 16.30 | 19.70 | 0.00 | 3.283 | 0.00 | 0.00 | -0.880 | -0.690 | 0.010 |
| put | 88.13 | 17.10 | 20.30 | 0.00 | 3.323 | 0.00 | 0.00 | -0.882 | -0.696 | 0.010 |
| put | 88.75 | 17.60 | 21.00 | 0.00 | 3.444 | 0.00 | 0.00 | -0.883 | -0.703 | 0.010 |
| put | 89.38 | 18.20 | 21.60 | 0.00 | 3.482 | 0.00 | 0.00 | -0.885 | -0.709 | 0.010 |
| put | 90.00 | 18.70 | 22.20 | 0.00 | 3.526 | 0.00 | 0.00 | -0.887 | -0.715 | 0.009 |
| put | 91.25 | 20.30 | 23.50 | 0.00 | 3.681 | 0.00 | 0.00 | -0.890 | -0.727 | 0.009 |
| put | 92.50 | 21.40 | 24.70 | 0.00 | 3.756 | 0.00 | 0.00 | -0.893 | -0.738 | 0.009 |
| put | 93.75 | 22.50 | 26.00 | 0.00 | 3.907 | 0.00 | 0.00 | -0.895 | -0.749 | 0.009 |
| put | 95.00 | 23.70 | 27.20 | 0.00 | 3.975 | 0.00 | 0.00 | -0.898 | -0.759 | 0.009 |
| put | 96.25 | 25.30 | 28.50 | 0.00 | 4.122 | 0.00 | 0.00 | -0.900 | -0.769 | 0.009 |
| put | 97.50 | 26.70 | 29.70 | 0.00 | 4.184 | 0.00 | 0.00 | -0.902 | -0.778 | 0.008 |
| put | 98.75 | 27.40 | 31.00 | 0.00 | 4.328 | 0.00 | 0.00 | -0.904 | -0.787 | 0.008 |
| put | 100 | 29.40 | 32.20 | 0.00 | 4.385 | 0.00 | 0.00 | -0.906 | -0.796 | 0.008 |
| put | 101.25 | 30.70 | 33.50 | 0.00 | 4.525 | 0.00 | 0.00 | -0.969 | -0.244 | 0.003 |
| put | 220 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 225 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 230 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 235 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 240 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 245 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 250 | 0.00 | 0.00 | 0.79 | - | 0.00 | 0.00 | - | - | - |
| put | 252.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 255 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 257.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 260 | 0.00 | 0.00 | 2.52 | - | 2.00 | 0.00 | - | - | - |
| put | 262.5 | 0.00 | 0.00 | 2.58 | - | 0.00 | 0.00 | - | - | - |
| put | 265 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 267.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 270 | 0.00 | 0.00 | 5.40 | - | 2.00 | 0.00 | - | - | - |
| put | 272.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 275 | 0.00 | 0.00 | 7.10 | - | 300 | 0.00 | - | - | - |
| put | 277.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 280 | 0.00 | 0.00 | 7.60 | - | 125 | 0.00 | - | - | - |
| put | 282.5 | 0.00 | 0.00 | 5.70 | - | 0.00 | 0.00 | - | - | - |
| put | 285 | 0.00 | 0.00 | 7.45 | - | 200 | 0.00 | - | - | - |
| put | 287.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 290 | 0.00 | 0.00 | 11.90 | - | 300 | 0.00 | - | - | - |
| put | 292.5 | 0.00 | 0.00 | 0.00 | - | 1.00 | 0.00 | - | - | - |
| put | 295 | 0.00 | 0.00 | 11.60 | - | 200 | 0.00 | - | - | - |
| put | 297.5 | 0.00 | 0.00 | 6.60 | - | 0.00 | 0.00 | - | - | - |
| put | 300 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 302.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 305 | 0.00 | 0.00 | 13.36 | - | 0.00 | 0.00 | - | - | - |
| put | 307.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 310 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 312.5 | 0.00 | 0.00 | 8.67 | - | 0.00 | 0.00 | - | - | - |
| put | 315 | 0.00 | 0.00 | 9.57 | - | 0.00 | 0.00 | - | - | - |
| put | 317.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 320 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 322.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 325 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 327.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 330 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 332.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 335 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 337.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 340 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 342.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 345 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 347.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 350 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 352.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 355 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 357.5 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 360 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 365 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 370 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 375 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 380 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 385 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 390 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 395 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 400 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
| put | 405 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | - | - | - |
Latest SEC filings
0| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| No filings. | ||||
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 9.59% |
| ENVESTNET ASSET MANAGEMENT INC | 9.33% |
| FMR LLC | 5.35% |
| RAYMOND JAMES FINANCIAL INC | 3.99% |
| MORGAN STANLEY | 3.20% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 2.04% |
| Blue Trust, Inc. | 1.73% |
| LPL Financial LLC | 1.68% |
| AMERIPRISE FINANCIAL INC | 1.58% |
| BANK OF AMERICA CORP /DE/ | 1.56% |
Funds
| Fund | % owned |
|---|---|
| BlackRock 80/20 Target Allocation Fund | 0.31% |
| BlackRock 60/40 Target Allocation Fund | 0.25% |
| AdvisorShares Dorsey Wright FSM US Core ETF | 0.23% |
| BlackRock 60/40 Target Allocation ETF V.I. Fund | 0.18% |
| Transamerica BlackRock iShares Edge 50 VP | 0.15% |
| Transamerica BlackRock iShares Edge 75 VP | 0.08% |
| SA BlackRock Multi-Factor 70/30 Portfolio | 0.08% |
| FundX ETF | 0.07% |
| BlackRock 40/60 Target Allocation Fund | 0.06% |
| Transamerica BlackRock iShares Edge 100 VP | 0.06% |
OakChart. MTUM. Cached 15 minutes.
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